Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.29M Sell
2025
Q2
$1.08M Buy
2025
Q1
$737K Buy
2024
Q4
$552K Sell
2024
Q3
$741K Sell
2024
Q2
$800K Buy
2024
Q1
$625K Sell
2023
Q4
$523K Sell
2023
Q3
$437K Sell
2023
Q2
$516K Buy
2023
Q1
$423K Sell
2022
Q4
$837K Buy
2022
Q3
$256K Buy
2022
Q2
$269K Buy
2022
Q1
$293K Sell
2021
Q4
$382K Sell
2021
Q3
$305K Buy